conversations

A guide to bot actions

Last updated: July 13, 2018

Applies to:

Marketing Hub: Starter, Basic, Pro, Enterprise
Sales Hub: Starter, Professional
Service Hub: Professional

Learn more about each of the actions you can use to build a bot conversation. You can also customize each bot action using conditional logic to create a more interactive experience for your website visitors.

Please note: the bots tool is available to paid users who have opted into the new navigation menu in HubSpot. To opt in, click the avatar or photo in the top right corner of your account and click Try the new menu

To add new actions to your bot:
  • In your HubSpot account, navigate to Conversations > Bots.
  • Click on the name of the bot you want to modify, or click Create bot to build a new bot.
  • Click the plus icon + to add new actions to your bot.
add-bot-action
  • Select your action:
    • Send message from bot - use this action to create a new message for your bot conversations. You can collect data to populate specific contact properties. 
      • Nickname - enter a nickname for this bot message.
      • Message - enter the content for your bot message. You can use personalization to pull in details from the contact record of a known visitor.
      • + Add message bubble - if you'd like multiple message bubbles to pop up as part of this bot message, you can add another bubble here.
      • Collect user input - use this checkbox to indicate that the bot should wait for a response before moving onto the next bot message. Note that the first message in any bot sequence will have this option selected by default.
      • Save to HubSpot property - use this dropdown menu to populate the contact record with the value from the visitor's response in a specific contact property. You can customize how this populates based on the conditions set in the Connections tab.
      • Skip this action if property already exists - use this checkbox to skip this action if the visitor's contact record already has this property filled out. 
      • Quick replies - add answers that your visitor can click to respond to your message. To add quick replies, start typing your copy and hit Enter to save each one.
      • Disable free text input - use this option if you want to limit visitors to selecting among your pre-set options in Quick replies.
bot-message
    • Set contact property value - use this action to set a contact property to a specific value based on the replies of your website visitor. 
      • Nickname - enter a nickname for this contact property value action.
      • Contact property - select any contact property from the dropdown menu.
      • New property value - enter the value you want to populate on the contact record. You can customize how this populates based on the conditions set in the Connections tab.
      contact-property
    • Set company property value - use this action to set a contact property to a specific value based on the replies of your website visitor. 
      • Nickname - enter a nickname for this contact property value action.
      • Company property - select any company property from the dropdown menu.
      • New property value - enter the value you want to populate on the contact's associated company record. You can customize how this populates based on the conditions set in the Connections tab.
    • Add to static list - use this action to add the contact your bot's chatting with to a static list. If a contact record does not exist for the visitor, this action will be skipped. Note that this action requires a Marketing Hub Starter, Basic, Professional, or Enterprise subscription.
      • Nickname - enter a nickname for this list action.
      • Static list - select an existing static list from the dropdown menu.
    • Knowledge base lookup - this action can surface a specific knowledge base article to your visitor, or prompt them to search your knowledge base to find the article they need.
      • Nickname - enter a nickname for this knowledge base lookup action.
      • Lookup type  - based on how you want visitors to interact with your knowledge base, you have the following options:
        • Display specific article - select this option if you want to surface a specific article for your visitors at this point in your conversation.
          • Article to display - use the dropdown menu to select a specific article you've published on your knowledge base.
        • Search knowledge base - select this option to invite your website visitor to search your knowledge base.
          • Query prompt messageenter a bot message to prompt your website visitor to search your knowledge base. You can use personalization to pull in details from the contact record of a known visitor.
          • No results message - enter a bot message to return to your visitor if there are no results for their search query on your knowledge base. You can use personalization to pull in details from the contact record of a known visitor.
          search-kb
    • Create new ticket - use this action to create a new ticket for this contact. If an associated contact record for your website visitor does not exist, this action will be skipped.
      • Nickname - enter a nickname for this create ticket action.
      • Ticket subject - enter a brief description of what this ticket is about.
      • Ticket description - use the dropdown menu to indicate whether you want to set your own description for this ticket. You can select Prompt the visitor for ticket description to invite the visitor to provide a summary for the ticket description through your chat.
      • Ticket priority - set the ticket priority as either High or Low.
    • Agent handoff - use logic to hand off a conversation with a lead to a specific agent or team based on their availability to chat. This action is only available to users with Admin access.
      • Nickname - enter a nickname for this set of rules for the handoff.
      • If team members are online - show specific message to your visitor, and use the dropdown menu to select a specific user or team to handoff the chat conversation.
      • If team members are offline - show a specific message to your visitor. 
      • If team members are busy - show a specific message to your visitor.
      handoff
    • Enroll in workflow - use this action to enroll the contact you're chatting with in a specific workflow. If a contact record doesn't exist for the visitor you're chatting with, this action will be skipped.
      • Nickname - enter a nickname for this workflow action.
      • Workflow - user the dropdown menu to choose which active workflow contacts should be enrolled in.
    • Book a meeting - use this action to share a round robin or group meetings link through a bot message.
      • Nickname - enter a nickname for this action.
      • Meetings link (round robin or group) - use the dropdown menu to select an existing meetings link. If you don't have a round robin or group meetings link set up, you'll be prompted to create a new one here.
  • After you've made your selections for your bot action, click Save.

Connections

Connections decide the flow of your bot's conversation. You can add conditions to tell your bot to skip to a specific action in your flow based on the visitor's response or contact property values on their record.

To add conditions to a bot action:

  • Click on directly on the action you want to modify in your bot editor. 

click-action

  • Use the dropdown menu to indicate which action should come next if no conditions are met for this action.
  • Click Add conditions to set up rules for how the conversation flows from this action. 

add-conditions

  • Create conditions for this action:
    • Use the first dropdown menu to select whether the condition is based on the user's response or a contact property on their record.
    • Use the next dropdown menu to apply logic to values you're looking for. 
    • Type in any value you want to create unique conditions for, then press enter to add it to your list. If there are Quick replies available for this bot action, they'll be available in the dropdown menu here.
  • Click AND to create additional rules for your conditions.
  • Use the dropdown menu to select which action your bot should come next if any of conditions defined here are met.

connections-1

  • After selecting all of your conditions, click Save

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